(1/7) A look at what @DCVC founders delivered this week 💪🧵👇 ⚡ A landmark grid-power deal: @MainspringEnrgy signed a supply agreement with @AEPnews for up to 1.6 GW of linear generators in a deal that could top $4 billion.

LLMs optimize for what humans like to read, not what machines need to do. The next leap in AI won't come from larger models, but from architectures that make intelligence cheaper and more machine-native (cue @DCVC-backed @typesafeai). Explore Opportunity 1.3: dcvc.com/reports/deep-tech-o… #DCVCDeepTech

The microbiome is essential to human health but until recently, we couldn't do much with it. @DCVC's @jason_pontin examines the breakthroughs finally making the microbiome druggable (DCVC-backed @kanvasbio leads here). More in the Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o… #DCVCDeepTech

A look at what @DCVC founders delivered /this week/: 💪 🚚 🧠 Major funding for machine-native AI: @typesafeai closed an $870M Series A led by @a16z at a $7.5B valuation—with DCVC participating alongside @sequoia —less than a month after emerging from stealth with a $40M Series Seed led by DCVC at a ~$200M valuation. 1/3 of the @FortuneMagazine 500 have already adopted their first model, Jev. ⚛️ Record-setting UK quantum milestone: @universalquant raised over $100M in Series A funding co-led by DCVC—the largest-ever Series A for a UK quantum firm—to scale its modular trapped-ion architecture into error-corrected quantum computers. 🏛️ @DARPA validated quantum scale: @Atom_Computing and @IonQ_Inc advanced to the final stage (Stage C) of DARPA’s Quantum Benchmarking Initiative—with both companies unlocking agreements worth up to $300M each in potential funding to build utility-scale quantum systems. 🌾 Award-winning AI agriculture: @verdantrobotics was named to @FastCompany's list of the Next Big Things in Food and Agriculture for its SharpShooter AI tech, which cuts pesticide application by up to 99%. 🛸 In-space operations & defense: @GoToImpulse (Impulse Space) reached the finals for the @SpaceNews_Inc Icon Awards after demonstrating autonomous proximity operations between two Mira spacecraft in LEO, while @FortemTech showcased its autonomous counter-drone radar integrated directly onto new unmanned ground platforms. ⚡ Grid flexibility & geothermal momentum: @EmeraldAi_'s flexible load coalition with @Google and @nvidia made @Reuters as a blueprinted fix for data center power bottlenecks, while @fervoenergy's record-breaking Cape Station launch continued making headlines across national energy press. Onward!

Nuclear microreactors are ready to bring firm power to locations the grid cannot. In the 2026 Deep Tech Opportunities report, @DCVC General Partner Dr. @RachelSlaybaugh breaks down how and why now: dcvc.com/reports/deep-tech-o… #DCVCDeepTech

With few exceptions, the massive factory floor is no longer a path to cost-competitive production. @DCVC GP @milo_werner explains how & why industrial production will become more modular, more programmable, and cheaper in the 2026 Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o… #DCVCDeepTech

(1/2) Climate Week NYC is off to the races! A few @DCVC highlights below. Follow along for more! #ClimateWeekNYC

💧 Disposing of Permian Basin wastewater is becoming too expensive and environmentally hazardous. Deep tech is turning that liability into a resource. Read the investment case in our Deep Tech Opportunities report: dcvc.com/uploads/Reports/DTO… #DCVCDeepTech

We're at #ClimateWeekNYC talking deep tech, energy and climate investing, and what comes next. Stay tuned for where to find us.

AI could break the grid. But there’s another way—we don't have to choose between technological progress and energy security; we just have to build differently. See how deep tech founders are generating clean, baseload power in the Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o… #DCVCDeepTech

Enhanced geothermal energy now—because: 230 gigawatts of clean, firm geothermal potential sit at accessible depths in the U.S. alone. That's enough to power the AI boom without waiting on a grid overhaul. The ramp up is already under way—@DCVC-backed @fervoenergy is on the case. Read the full report (link in 🧵) #DCVCDeepTech

The internet was built for humans and now needs to work for AI agents, too. @DCVC General Partner James Hardiman (@hardimanjames) on why companies building search for agents, not just people, signal the next wave of web infrastructure. Page 37 of the 🔗 (below) #DCVCDeepTech

"Building a general-purpose cellular foundation model is a hugely challenging project, and could prove to be the most audacious step forward in biological computation since the emergence of models like AlphaFold for protein structure prediction or Boltz for understanding molecular interactions." More from @DCVC GP @jason_pontin on @RelationRx's next chapter 👇 (link in 🧵)

Please join us in welcoming Luis Bacalao to @DCVC as our Chief Legal Officer and General Counsel! Luis brings vast experience and expertise in helping deep tech investors and founders realize the full promise of Deep Tech. Link to Welcome blog in 🧵

Catch @DCVC General Partner James Hardiman (@hardimanjames) on the "Where the Money Goes: Betting on Physical AI" panel at AUTONOMOUS—digging into what he looks for in robotics companies. 🦾

ICYMI: our fourth annual @DCVC Deep Tech Opportunities Report—"Back to Fundamentals in an Age of Exponential Change"—is live! Inside: the most compelling opportunities across deep tech, from energy, AI, and quantum to drug discovery, robotics, and defense. There's a lot to be optimistic about—come see for yourself (link in 🧵)

The momentum continues for @AtomComputing! 🚀 Today they announced $300M+ in funding to accelerate the development and deployment of fault-tolerant quantum computers at scale. @DCVC has been proud to back this terrific team since its earliest days—and we're delighted to double down. Congrats to the Atom team! 🥂 (Full announcement in 🧵)

Catch @zackbogue speaking at Fortune #BrainstormTech today in Aspen 👇 @FortuneMagazine @brainstormtech

Great bike ride to the Maroon Bells this morning—joined by 4 incredible @usacycling athletes. What a way to kick off Fortune @brainstormtech! #BrainstormTech